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Key Points We’re updating our forecast for CW post yesterday’s 1Q25 earnings report, and we’re raising our target price and reiterating our Overweight rating. Our target price rises USD28 to USD435 as...
Key Points Q1’25 EBITDA miss but EPS beat; higher EBITDA margins logged in every segment y-o-y Q2’25 guidance mid-point range below consensus levels We rate Trinseo shares Overweight; our 12-month target price is...
Key Points Company hitting commercialization and production milestones Multiple customer trials in progress; first ever reported revenue logged We rate PCT shares Overweight, with a USD18 per share 12-month target price Summary PureCycle Technologies (PCT)...
Key Points We’re updating our forecast for MRCY post last night’s 3QFY25 earnings call and we’re raising our target price by USD3 to USD66. We’re using the same 22x terminal multiple...
Key Points Q1’25 EBITDA and EPS miss Q2’25 and FY2025 guidance more or less in line with consensus We rate CC shares Overweight, with a revised-lower 12-month target price of USD18 per share Summary Chemours...